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Temasek Targeting 15% AI Portfolio Exposure by 2031

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Temasek has drawn up plans to grow its AI-related portfolio exposure form 6% to 15% by 2031, according to a company release on Wednesday.

The Singapore state investor plans to deploy capital across five focus areas of AI value chain, energy and data centers, semiconductors, cloud services platforms, foundation models and AI applications and software infrastructure.

Recent AI-related investments include Anthropic and OpenAI in the US, which has resulted in direct exposure to foundation model development.

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